Head Contracts

The Head Contracts tool in Procore allows you to easily create and manage a contract with an upstream client and keep track of all variations and related items.

Create a head contract that includes a comprehensive schedule of values and manage contract access permissions
Import a schedule of values from CSV or add line items manually by cost code
Email completed contracts to key stakeholders and change the contract status when approved
Manage the Head Contract Variation (HCV) process and approval workflow

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Quick Links

Web
iOS
Android

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

Head Contract

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add Financial Markup to Head Contract Variations
Add a Related Item to a Head Contract Variation
Approve a Head Contract
Configure Advanced Settings: Head Contract
Create Variation Request
Create Payment Received for a Head Contract
Create Owner Progress Claims
Create a Head Contract	+	+
Create a Potential Variation for a Head Contract ¹
Create a Head Contract Variation
Create Schedule of Values (SOV) from the Budget
Delete a Head Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation for a Head Contract
Edit a Head Contract ²	+	+
Edit the Advanced Settings on a Head Contract
Email Owner Progress Claims
Email a Potential Variation for a Head Contract
Email Head Contract
Enable Financial Markup on a Head Contract
Export Head Contract Progress Claim
Export a Head Contract ³
Filter Head Contract Variations
Import a Head Contract CSV
Remove a Variation from a Head Contract
Delete a Head Contract Variation
Search for and Add Filters to Head Contracts
Set Up a Head Contract
View Head Contract ²
View the Change History of a Head Contract

¹ Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Head Contract.

² Users with 'Read Only' and 'Standard' level permissions can only view a head contract that is private if they have been added to the 'Private' drop-down list on the head contract.

³ Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.

Below are the notable changes to the project's Head Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts).

Recent Changes

Improved Head Contract Change Order Visibility (11/08/2025)

Procore has improved the visibility of Head Contract Change Orders (PCCOs) by renaming the Related CO field in the Head Contract list. The new name helps users quickly identify the type of change order and understand the relationships between different PCCOs. This change streamlines your project management workflow, making it faster and easier to find what you need.

Owner Invoicing Performance Improvements (16/05/2025)

Procore has significantly enhanced the performance of creating and loading Owner Progress Claims, resulting in much faster speeds. The Owner Progress Claims feature now captures changes in the Change History more efficiently by summarizing line items, which is particularly beneficial for large progress claims.

Auto-Pin Column to Improve Horizontal Scrolling in Head Contracts Tool (12/5/2025)

Procore's Head Contracts tool now automatically pins the Number column on the head contracts table, similar to freezing columns in a spreadsheet. This keeps essential data visible while you view other details.

Added a Tax Code Column to CSV Imports for Amount-Based Accounting (12/05/2025)

Procore has introduced a new 'Tax Code' column to the CSV import functionality for the Head Contracts tool, enhancing the accuracy and compliance of financial data management. This addition streamlines the import process, reducing manual data entry errors and improving the user experience for construction stakeholders. To learn more, see Import a Head Contract SOV from a CSV File.

Enhanced Custom Fields for Change Orders (12/05/2025)

Procore has updated the Commitments and Head Contracts tools to display Custom Fields on Potential Change Orders (PCOs). This enhancement allows users to better manage and customise their change order processes. To learn more, see What are custom fields and which Procore tools support them? and What field types are available for Custom Fields in Procore Tools?

Head Contracts

Variations

Configuration Tasks

Owner Progress Claims

Integrations

Head Contracts (BETA)

Workflows (BETA)

Tip

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs

Specialty Contractor as Client - Create a Prime Contract

Specialty Contractor as Client - Add Financial Markup to a Client Contract

Specialty Contractor as Client - Configure Prime Contract Order Tiers

Specialty Contractor as Client - Create Schedule of Values for a Prime Contract

Specialty Contractor as Client - Configure Prime Contract Settings

Configure Change Order Tiers for the Prime Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Change Order

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Prime Contract

Owner as Collaborator - Review PCCOs

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Set Up a Prime Contract

Owner - Set Up Prime Contracts

Owner - Create Schedule of Values for a Prime Contract

Owner - Configure Change Order Tiers for the Prime Contract Tool

Specialty Contractor as Client - Create and Send RFQs

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Change Order Tiers

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Prime Potential Change Orders (Prime PCOs) (with Change Events)

Create an Owner Invoice

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Configure Prime Contract Settings

Create a Prime Contract

Create Schedule of Values for a Prime Contract

Add Financial Markup to a Prime Contract

Review a Prime Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Prime Contract Change Order Tiers - Specialty Contractor

Configure Prime Contract Change Order Tiers

Configure Prime Contract Settings - Specialty Contractor

Create an Owner Invoice

Create and Send RFQs